Finch Agent

Get real, personal financial insights and build your own finance dashboards by connecting Claude to Finch Agent, the all-in-one personal finance app for Switzerland and Europe. Finch brings your bank accounts, cards, investments and savings into one place, sourced from your accounts connected in the Finch app, and Claude turns them into answers, charts and dashboards in plain language.

Build your own dashboards: Ask Claude to create a personal dashboard from your real Finch data: a monthly budget overview, a net worth tracker, a spending breakdown or an investment portfolio view. Tailor it to exactly what you want to see, and refresh it anytime with your latest data.

Ask things like:

• "Build me a dashboard of my spending vs. income this year"
• "Chart my net worth over the last 6 months"
• "How much did I spend on restaurants this month?"
• "How is my stock, ETF and crypto portfolio doing?"
• "Am I on track for my savings goals?"

What Claude can analyse:

• Spending and budgeting: income vs. expenses and transaction search
• Net worth tracking across all accounts, from 1 day to year-to-date
• Bank accounts and balances, including Swiss banks connected via SIX bLink open banking such as UBS, Zürcher Kantonalbank (ZKB) and PostFinance
• Investments: stocks, ETFs, crypto
• Savings goals and manually tracked assets like property, vehicles and valuables
• A daily market briefing with mood, movers and headlines

Secure and read-only by design:

• Claude can only read your data. It cannot change anything, move money or contact your bank
• Bank connections are authorised inside the Finch app, never through Claude
• Account numbers are masked to the last four digits; full IBANs never leave Finch
• Passwordless pairing with Face ID or fingerprint; disconnect anytime in the app

Getting started: install the Finch app (0.4.8 or later), connect your accounts, then add Finch in Claude and approve the pairing on your phone. Works with Finch Free and Premium.